Introduction
Easily group and view multiple valuations for the same company, offering a more streamlined and insightful approach to your analysis. By linking various valuations together, you can gain a clearer understanding of trends and performance over time.
How to Use the Manage Valuations Feature
Access the Valuation Overview
Click the Manage Valuations & Folders icon in the main navigation.
This will open the Manage Valuations & Folders screen.
Select Multiple Valuations
Choose the valuations you want to associate with a specific company.
Merge Companies
Click the Merge Companies button at the top right of the screen.
Select the target company to which you want to link the selected valuations.
Click Merge to combine the valuations under the chosen company.
The table will now change to show only the selected company.
View Merged Companies
The selected valuations will now appear as a single entry in the table.
View Company Details
Click on the company name in the table to see more information.
You’ll be directed to a detailed view, displaying all valuations associated with that company.
Coming Soon 🚀
Valuation Trends Graph – A visual representation of how your company’s valuations evolve over time.